The navigation from interview and IRS forms needs to be greatly improve. Currently, you cannot drill into the interview process and have to start at some point that requires you to answer all the questions again and again to get to a specific point. Navigation back and forth between the interview and IRS forms should be more robust and go directly between each.
Over the last 5 years I've noticed the software seemed to have a few more bugs each year, and this year is the worst. I should have filed on paper as many form instructions I had to read. Hopefully the 4/20/23 scheduled update will fix the bugs.
many pieces of Data were not entered in the proper forms had to spend a lot of time reviewing forms to find out where it was supposed to be entered and fix. some data was not put in place or requested so on review it was flagged as missing or incorrectly entered. especially the business forms. it would be helpful if links were provided to public webpages to obtain data IE healthcare.gov
I bought the H&R Block Premium I& Business program when I could not satisfy the security requirements of TurboTax, the program that I had used for years.
efficient and effective. Clear language for interview style process.
Excellent review and corrections.
Customer for this software even before it became H&R Block. Long time! Been doing tax return preparation for 69 years professionally using many software products. This is my GO TO choice for my clients and family.
Despite your level of accounting prowess, this software's text and forms "talk" to you. The conversational tone throughout gives you a sense that your "tax man" is sitting across from you asking questions, explaining terms, and anticipating what may need further explanation for you to do what you have to do in preparing your filing.
Pros: Easy to prepare, Easy to import documents, Fast
You’re probably needs a lot of improvement and needs to be made more intuitive. It needs to have an overall flow chart. It’s easier to manage as you navigate it. He needs to really save copies instead of tell you would say didn’t you find out the next day you don’t have a copy and you have to do it again you should be able to change one form and have that integrate into the rest of the documents. You need to get a focus group and have some people work through it and listen to what they say and make changes it’s got good bones, but it’s not customer friendly at all.
Cons: Time consuming, Hard to prepare, Hard to import documents